Calculated Risk

NOVEMBER 1, 2024

The headline jobs number in the October employment report was below expectations, and August and September payrolls were revised down by 112,000 combined. Part Time for Economic Reasons From the BLS report : " The number of people employed part time for economic reasons was little changed at 4.6 million in October. million from 4.62

Retail 279

Retail Numbers Economics Sales 279

Calculated Risk

FEBRUARY 7, 2025

The headline jobs number in the January employment report was below expectations, however, November and December payrolls were revised up by 100,000 combined. Part Time for Economic Reasons From the BLS report : " The number of people employed part time for economic reasons, at 4.5 million, changed little in January. million from 4.36

Numbers 179

Numbers Economics 179

Calculated Risk

MARCH 11, 2025

From the BLS: Job Openings and Labor Turnover Summary The number of job openings was little changed at 7.7 This series started in December 2000. Note: The difference between JOLTS hires and separations is similar to the CES (payroll survey) net jobs headline numbers. million in January , the U.S. Hires held at 5.4

Numbers 165

Numbers Economy Marketing Marketing 165

Calculated Risk

MARCH 7, 2025

The headline jobs number in the February employment report was slightly below expectations, and December and January payrolls were revised down by 2,000 combined. Part Time for Economic Reasons From the BLS report : " The number of people employed part time for economic reasons increased by 460,000 to 4.9 million in February.

Numbers 147

Numbers Economics 147

Calculated Risk

MAY 2, 2025

The headline jobs number in the April employment report was above expectations, however, February and March payrolls were revised down by 58,000 combined. Part Time for Economic Reasons From the BLS report : " The number of people employed part time for economic reasons, at 4.7 Earlier: April Employment Report: 177 thousand Jobs, 4.2%

Numbers 162

Numbers Economics 162

Calculated Risk

JULY 12, 2025

Any number below 50 indicates that more builders view sales conditions as poor than good. This graph shows single and multi-family housing starts since 2000. This is monthly retail sales and food service, seasonally adjusted (total and ex-gasoline). 8:30 AM: the Philly Fed manufacturing survey for July. up from -4.0.

Retail 147

Retail Manufacturing Sales Economics 147

Calculated Risk

APRIL 28, 2025

This survey might show the trend, but I wouldn't rely on the absolute numbers. The Red dots are the decennial Census homeownership rates for April 1st, 1990, 2000, 2010, and 2020. Once again - this probably shows the general trend, but I wouldn't rely on the absolute numbers. percent for rental housing and 1.1 in Q1, from 65.7%

Numbers 240

Numbers Media Sales 240

Calculated Risk

DECEMBER 3, 2024

From the BLS: Job Openings and Labor Turnover Summary the number of job openings was little changed at 7.7 The number of total separations was little changed at 5.3 This series started in December 2000. Note: The difference between JOLTS hires and separations is similar to the CES (payroll survey) net jobs headline numbers.

Numbers 147

Numbers Economy Marketing Marketing 147

The Big Picture

MARCH 10, 2025

During the 2000 crash, I had no 401k, and my wifes 403B was tiny. Our experiences mashed up with three different personalities and three different outlooks on money. The strangest thing I came to realize was that the market crashes and bear markets that should have mattered the least to me were most terrifying.

Investments 190

Investments Investing Food Ethics 190

Carson Wealth

JANUARY 13, 2025

Monthly numbers can be noisy and so a 3-month average is helpful. The hiring rate, which is the number of hires as a percent of the labor force, has fallen to 3.3%, the slowest pace since 2013 (outside of the Covid months). The economy created 256,000 jobs in December, blowing past expectations for a 165,000 increase.

Marketing 75

Marketing Marketing Economy Compliance 75

Cornerstone Financial Advisory

NOVEMBER 25, 2024

The Russell 2000, an index of 2,000 small-cap companies widely used as a benchmark for U.S. Tip adapted from Green Matters 9 Weekly Riddle… A palindrome is any word, phrase, or number that reads the same, either forward or backward. This trend was again on display last week. small-cap stocks, rose 4.50

Marketing 52

Marketing Marketing Economics Taxes 52

Carson Wealth

DECEMBER 9, 2024

One More Bit of Good News November was a huge month for stocks, but the big winner was small caps, with the Russell 2000 up an amazing 10.9%. We found 22 other times the Russell 2000 gained at least double digits in a month and six months later it has been higher 90% of the time and a year later up a very solid 15% on average.

Marketing 69

Marketing Marketing Economy Manufacturing 69

Calculated Risk

OCTOBER 29, 2024

This survey might show the trend, but I wouldn't rely on the absolute numbers. The Red dots are the decennial Census homeownership rates for April 1st, 1990, 2000, 2010, and 2020. Once again - this probably shows the general trend, but I wouldn't rely on the absolute numbers. percent for rental housing and 1.0 in Q3, from 65.6%

Numbers 162

Numbers Media Sales 162

Random Roger's Retirement Planning

JULY 14, 2025

The author concedes that the idea of a universal retirement number is flawed based on several factors, the biggest one probably being where you live. To use the number above of a comfortable $50,000 retirement (you can fill in your own annual number), there was no mention of Social Security, $50,000 including SS or in addition to SS?

Retirement 59

Retirement Math Numbers Portfolio 59

The Big Picture

JULY 1, 2025

Very unusual number of years in a row. I had no idea private equity was putting up those sort of numbers back then. I don’t think that, I mean, if you remember that day, people couldn’t understand the magnitude of some of the numbers that were shown on that chart. Barry Ritholtz : That’s impressive.

Investing 144

Investing Investments Consulting Insurance 144

Calculated Risk

NOVEMBER 10, 2024

2000=100) from the revised September reading of 208.2. From Dodge Data Analytics: Dodge Momentum Index Retreats 5% in October The Dodge Momentum Index (DMI), issued by Dodge Construction Network, decreased 5.3% in October to 197.2 Over the month, commercial planning fell 6.7% and institutional planning declined 2.0%. “In

Healthcare 147

Healthcare Planning Education Numbers 147

Yardley Wealth Management

JULY 9, 2025

We pulled together some information and interesting facts about some of the major indexes that can help you put the numbers you hear in context. In time, the DJIA itself would evolve, and the concept of stock indexes would grow in number, size, and importance. It’s not the number of points that matters—it’s the percentage change.

Marketing 52

Marketing Marketing Risk Tolerance Wealth Management 52

Carson Wealth

NOVEMBER 11, 2024

Many noted how the 2022 midterms came in much closer to expectations and that maybe this time so would the presidential election, but this is yet another election involving President Trump that saw his eventual numbers come in better than expected, similar to 2016 and 2020. This is up from just over 82 million four years ago.

Marketing 95

Marketing Marketing Economy Numbers 95

Nationwide Financial

AUGUST 14, 2024

Then, a shift in the outlook for the economy (partly by weaker employment numbers) caused spreads to widen, particularly for high-yield bonds (e.g., That was well below the median spread of 454 bps since August 2000. bonds issued by low-rated companies). On July 24, the spread between high-yield bonds and the U.S.

Economics 52

Economics Economy Government Marketing 52

The Big Picture

MAY 20, 2025

In addition, they’ve put up some really impressive numbers over the past 30 years, which has given them the opportunity to donate tens of millions of dollars to their favorite organizations. We don’t give exact numbers. Number one, it means our transaction costs are less, which based on your career, you know exactly.

Management 130

Management Numbers Transportation Accounting 130

Carson Wealth

JANUARY 21, 2025

The small cap Russell 2000 Index soared post-election in 2016 and the Russell 2000 Value Index was the top style box performer. These numbers are clearly over the Feds 2% target. However, more recent numbers look even better. This was a big relief for markets, with the S&P 500 rising 1.8% Headline CPI is up 2.9%

Marketing 75

Marketing Marketing Insurance Economy 75

The Big Picture

MARCH 4, 2025

And generally speaking, we are sort of number one or number two in everything that we do, which, which again is a great privilege to work there from that perspective. So I have a recollection of the era following the.com ramp up and then the, the crash in 2000. 00:21:36 [Speaker Changed] Huh. Really, really interesting.

Banking 130

Banking Economy Startup Marketing 130

Carson Wealth

DECEMBER 23, 2024

Notably, there was no SCR in 2000 and 2008, not the best times for investors, and potentially a major warning that something wasnt right. But when there is an SCR, those numbers jump to 10.4% When Santa doesnt come, those numbers fall to only 5.0% and 66.7% (but note those numbers will improve once this year is in the books).

Marketing 72

Marketing Marketing Economy Economics 72

The Big Picture

FEBRUARY 25, 2025

00:27:54 [Speaker Changed] Let’s put some, some numbers, some mean on that bone. 00:44:09 [Speaker Changed] Variance really candidly, just been pay attention to what the numbers say and pay attention to the data. And be sure and check out my new book, how Not to Invest the Bad Ideas, numbers, and Behavior that Destroys Wealth.

Investing 157

Investing Investments Management Engineering 157

Mr. Money Mustache

FEBRUARY 25, 2025

For example, if the house brings in $2000 per month ($24,000 each year) and the sale price is $240,000, the next investor is buying a business with a price-to-earnings ratio of 10, because 240k/24k=10. This year they came up with these numbers: Vanguards updated 10-year annualized return projections: Global bonds, non-U.S.:

Marketing 66

Marketing Marketing Sales Portfolio 66

The Big Picture

JANUARY 21, 2025

Barry Ritholtz : The the funny thing is, the behavioral aspect of mutual funds seems to have been when people finally learn about a manager who’s put up great numbers, by the time it makes to make makes it to Forbes, hey, most of that run is probably over and a little mean reversion is about to kick in. I did it in 2000, 2002.

Investments 144

Investments Investing Retirement Management 144

The Better Letter

JANUARY 10, 2025

Four of 1990’s top ten were still there in 2000. GE jumped over Exxon to the top spot as the oil company (which had bought Mobil in 1998 in what was then the biggest merger ever) stayed at number two. IBM topped the list in 1980 and 1990, but was off it entirely by 2000. percent per annum, including dividends.

Numbers 100

Numbers Retail Pharmaceutical Government 100

The Big Picture

MAY 27, 2025

He began with a single restaurant, a single cookie store, and eventually parlayed that into a series of acquisitions, mergers, expansions, ultimately leading to the Panera Bread concept, which now has 2000 locations and does about six and a half billion dollars. So, so those numbers are astonishing. Welcome to Bloomberg.

Food 130

Food Numbers Investments Investing 130

The Big Picture

APRIL 8, 2025

Lisa Shallet, chief Investment Officer at Morgan Stanley has had a number of fascinating roles in Wall Street, which is kind of amusing considering she had no interest in working on Wall Street, and yet she was CEO and chairman at Sanford Bernstein. I was traveling and on an airplane all the time. So I took the plunge, I quit.

Asset Allocation 144

Asset Allocation Wealth Management Clients Assets 144

The Big Picture

JANUARY 29, 2025

We had the super boom in the 90s into 2000. You’re always looking at all these fascinating numbers and, and market data. I’m going to act the whole four-year cycle, which I always keep in my desk. You can refer to it yourself. There’s been some derailments, it’s not perfect. Was it still a good year?

Investing 144

Investing Investments Economy Government 144

The Big Picture

JULY 15, 2025

But the heart of the firm was still on the private client side for any number of strategic reasons. And later on, we had a number of the discount brokers had come out in places like Schwab and Muriel Seabert, but I always felt they had followed Meryl’s lead to Absolutely. And the number came out and it was a blowout good number.

Numbers 144

Numbers Investments Investing Economics 144

Carson Wealth

MARCH 7, 2025

since election day, while the small cap Russell 2000 index is down 7.6%. The story has been worse for the most cyclical parts of the market, like small cap stocks. The S&P 500 Index is up just 0.4% Although this weak start to 2025 hasnt been fun, it isnt really a big surprise.

Economy 87

Economy Marketing Marketing Taxes 87

Trade Brains

JULY 10, 2025

Edelweiss Capital Limited subsequently received a Category I Merchant Banker license from SEBI with effect from October 16, 2000. The Corporate Identity Number of EFSL is L99999MH1995PLC094641. The name of Edelweiss Capital Limited was changed to ‘Edelweiss Financial Services Limited’ with effect from August 1, 2011. and EDEL.BO

Financial Services 52

Financial Services Compliance Wealth Management License 52

Cornerstone Financial Advisory

DECEMBER 2, 2024

Small-cap stocks continued their month-to-date surge as the Russell 2000 Index rose to an all-time high. Here’s what you’ll need to verify your identity: Social Security number Birthdate An Individual Taxpayer Identification Number if you have one instead of your SSN Your filing status Your prior tax return. Answer: NOON.

Marketing 52

Marketing Marketing Economics Taxes 52

Calculated Risk

APRIL 8, 2025

Note: I've received a number of requests to post this again after the start of President Trump's 2nd term. Note: the bumps in public sector employment due to the decennial Census in 1980, 1990, 2000, 2010 and 2020. So here is another update of tracking employment during Presidential terms. And a table for public sector jobs.

Economy 162

Economy Numbers Marketing Marketing 162

Carson Wealth

JUNE 23, 2025

Here’s another look at our current bull market, but this time compared to the longest bull market ever, from 1987 to 2000. They’ve reconciled this by reducing the number of rate cuts in 2026 to just one (each cut worth 0.25%-points). Even looking beyond 2025, the Fed is now projecting higher inflation in both 2026 and 2027.

Marketing 78

Marketing Marketing Investments Investing 78

Carson Wealth

JULY 21, 2025

If you’ve done this long enough then you recall there indeed was one final new high in 2000, right before stocks were cut in half. For every peak in 2000 or 2007, there are literally hundreds of other new highs that weren’t a major peak. These aren’t particularly concerning inflation numbers, at least as far as the Fed is concerned.

Marketing 72

Marketing Marketing Food Transportation 72